Express web connect for Mac 2017 - when?

I recently converted from the 2014Win version, and discovered that some of my institutions supported Express Web Connect, which are not supported with the Mac version.Any idea when this feature might be changed - reason I ask is that it affects 2 primary institutions and 5 accounts that I use routinely.This is a significant problem - should I revert back to the Win product? Or await an update.

... Quicken Connect: Quicken retrieves transactions from your bank overnight (1-way). You receive them from within Quicken when you update. Can be "quirky". This is the same thing as what's called Express Web Connect in Quicken Windows.

... Web Connect: You have to go to your bank's website, download a file and then import that file into Quicken.

Fi's having issues with QM sometimes will volunteer that QM is not supported simply cause they do not want to be bothered, I ran into this several times but kept the pressure on the Fi and finally got my issues resolved. Let us know the Fi as it's possible folks here may have had similar experiences

Not quite, EWC allows transaction downloads from within the Q application, Quicken connect does not, as far as I can tell it only allows importing qfx files that one needs to download from the FI, for each account. Very cumbersome and prone to user error.

The user manually downloading from the FI's website is called Web Connect regardless if it is Win or Mac.

Quicken Connect is what the Mac'ers call Express Web Connect even though the Mac FIDIR.txt uses EWC in their entry.

Direct Connect and Web Connect are the most reliable download methods with EWC (QC) being a distant third due to the scripts that have to be written and maintained as the FIs modify their websites, a source of constant problems.

Splasher,My experience differs dramatically from what you have mentioned.First, let me clarify that I am using QM2017 - I say this since your referenced link appears applies to QWin versions, so NOT relevant.EWC allows transaction downloads from within the QWin application. QM2017 and QuickenConnect does not! Which Q Cust Support confirmed over the phone to me.Additionally my FI confirmed that they support EWC, but not have implemented QC, since they are different from their point of view. And reviewing issues from others it appears to be a new protocol for FI's to support.If you are aware of an efficient work around that allows users to download FI xactions using QC, do enlighten the user community.

I guess the bigger question is, should FI's be forced to adapt or should the Quicken Mac team maintain the connection protocols that have been historically successful for both the Windows user's and the FI's?

Quicken Connect does indeed allow transaction downloads within the Mac 2017 program. Unfortunately, some Financial Institutions, such as your bank apparently, have chosen not to support Quicken Connect. Some don't support Quicken for Mac at all. It's the bank's decision, not Quicken's.

As others mentioned above, it is up to the bank which method(s) to support for which platforms. And the bank may support a method for Windows and not support that method for Mac, as is the case here.

Given that they are already supporting EWC for Windows Quicken, it probably isn't too difficult for them to add support for Quicken Connect for Quicken Mac. This would allow you to download transactions from within Quicken. If it were me, I would put some serious pressure on them to do so. Being a local bank, I would think they'd be willing to listen.

Just to be clear, Quicken Connect for Mac is the exact same protocol as EWC for Quicken Windows, just with a different name slapped on it. Once your bank understands this, it will hopefully be much easier to convince them to support it.

As for Discover Card, it supports both Direct Connect and Quicken Connect on Mac (see below). Direct Connect will be your better option to use.

I did get the Discover Card to work with Quicken Connect. It appears that I selected the wrong institution name when initially setting it up. I chose the "Discover Card Account Center" which does not have Quicken Connect. After choosing "Discover Card" it linked up and is now working.

At some point, maybe the QM s/w team can clean up the financial institution list, or maybe annotate the list with connections types available.

You REALLY want to establish Direct Connect with Discover Card. It is the best of the connection method types and is FREE with Discover Card. Quicken Connect is prone to problems any time a change is made to the website, whereas that does not happen with Direct Connect.

Thanks for the tip.I tried it and it wouldn't allow linking to the existing account, so giving it a pass for now. I did allow it to set up a new account. Same account balance as the existing account, but the renaming convention was way out of whack, and I would have had to edit, categorize and tag way too many transactions.

If I run into problems I'll remember this, but for now using what works.

Update, with prodding my small local FI (Washington Financial) has finally implemented Quicken Connect for QM2107. And to my pleasant surprise, updating my data files with this connection was painless.Not sure it helped, but I did provide them with links to this community which indicated that it should be relatively easy.A shout out to those users that posted / assisted!!